Client Account Manager

What You’ll Do

• Bring fresh ideas to the table—we’re all about innovation and continuous improvement.
• Collaborate with cross-functional teams (we love a good brainstorm).
• Oversee day to day inquiries entered through the Online Support Portal for Enterprise level clients; acting as the central hub for managing inquiries and ensuring a seamless, high‑quality experience through timely day to day support and coordinated issue resolution.
• Consistently update and maintain the Client Relationship Management (CRM) and ThrivePass resource tools (Notion) for assigned book of business, capturing detailed client-specific processes, workflow customizations, configuration nuances, and unique setup requirements.
• Consistently monitor and drives closure and/or escalation of open tickets entered through Client Portal resource for assigned clients.
• Directly collaborate with the Relationship Manager on activities related to the assigned book of business through regular virtual meetings.
• Subject matter expertise on ThrivePass administrative processes, offering support and training resources for the entire suite of benefit product offerings.
• Assist in managing client issues and escalations by partnering with the Relationship Manager to develop, refine, and execute restorative client‑service action plans, ensuring timely follow‑through and coordinated resolution.
• Support Relationship Managers across the full client lifecycle — including implementation, annual plan‑year renewals, and termination activity — ensuring seamless coordination and consistent service delivery for the assigned book of business.
• Provide actionable feedback to Relationship Managers and internal stakeholders on trends, risks, and opportunities across the assigned book of business and the broader client base.
• Provide training for Enterprise clients, tailoring guidance to their specific configurations and processes, and ensuring they can confidently navigate and manage their programs.

What You Bring

• A drive to innovate in employee benefits and make complex processes feel effortless.
• A team-first attitude—we thrive when we collaborate.
• Accountability – you set clear expectations and you follow through.

Must Haves

• Bachelor’s degree
• 1-3 years’ experience as Account Manager, or similar role
• Must have experience in pre-tax, COBRA, Ben Admin, Wellness, Tuition Reimbursement or other related benefits
• Proficiency with CRM platforms and maintaining detailed, accurate client records (ClientSuccess, FreshDesk).
• Ability to understand, discuss, and work within technical processes, configurations, and procedures
• Strong ability to identify operational efficiencies for both clients and internal teams
• Takes initiative to diagnose issues and propose solutions before escalating
• Ability to analyze client or consumer needs and develop practical, innovative solutions
• Skilled at identifying, documenting, and tracking progress toward client goals
• Strong multitasking skills with the ability to manage competing priorities
• High degree of empathy and client‑centric communication
• Exceptional attention to detail and commitment to accuracy

Why You’ll Love Working Here

• $55,000-$68,000 /annual salary
• Opportunities to grow, learn, and level up your skills.
• A team that genuinely enjoys working together and celebrating wins.
• Competitive benefits package because we believe in walking the talk when it comes to employee well-being.
• An inclusive and welcoming environment for all.